
Outlining the goals of this course
Please note this course is not designed to follow the slides. The slides just provide some guidance on the tools & some technical information. Also the slides in the Power Apps section reference a different app, but the logic on the topics is the same!
Scope of Project/Case Study
While we will not save all of these Documents on SharePoint, these are the documents which we will save on SharePoint & then build in the location of the documents into our bot within Microsoft Teams! ?
This is a spreadsheet which will demonstrate how you can use the very common action within Power Automate - "list rows present in a table" to iterate through each row of a spreadsheet & send out automated emails or even SMS messages for example.
These are the excel spreadsheets which will act as our data source for our Power App.
To save time, I have created these in advance of the course & these can now be uploaded as a list to SharePoint which we will then connect to our Power App! ?
This course gives a basic understanding of the fundamentals of Power Virtual Agents, Power Automate & Power Apps as well as touching on Power BI at a very high level. (Power BI is covered on a separate course I am currently building out).
The course is built around a process that I used to manually complete for a previous employer where we will build a Power App using Microsoft Power Apps to track tasks on houses that are being built (store the data on SharePoint for simplicity) and then utilize Power Virtual Agents to show users how to enable the bots (within Microsoft Teams) to point users to the location of documents that may be scattered across different SharePoint sites such as loan documents, budgets and sales contracts (in the course of example). I see a huge use for these bots within HR & IT teams specifically to handle repetitive questions.
I then show you can set up simple flows in Power Automate to save down attachments from specific senders (in the course example - saving down the attachments of the inspections the bank has organized of the units) as well as some other simple flows saving data from Microsoft Forms again on SharePoint & building out fully automated processes using the approvals app within Microsoft Teams.
Once the app, bot & flow are complete, the final step is then creating a simple Power BI report and utilizing Power Automate to send a snapshot of the table with the latest tasks completed every 2 weeks to a specific sender (the bank in this example) requesting a draw with the date the tasks were completed and the budget amounts of those tasks (all collected in the app).
Finally, this course is very high level, and I suggest to all learners to utilize ChatGPT for the more technical stuff such as the coding element/formula in a Power Apps, but this is covered on the course where I demonstrate how to utilize ChatGPT to the best of it's ability to help with the formula in Power Apps.